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Breakthru Advisory Services’s Morgan Stanley MS Stock Holding History

Breakthru Advisory Services’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$372K Sell
2,261
-78
-3% -$13.5K 0.6% 35
2025
Q4 		$415K Sell
2,339
-224
-9% -$37.4K 0.27% 38
2025
Q3 		$407K Buy
+2,563
New +$378K 0.27% 39
2025
Q1 		– Sell
-2,840
Closed -$357K – 37
2024
Q4 		$357K Buy
+2,840
New +$350K 0.32% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Breakthru Advisory Services's MS Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Morgan Stanley (MS) stake by 3.3% in Q1 2026, selling an estimated $13.5K and leaving 2,261 shares worth $372K. The position accounts for 0.6% of the portfolio, ranked #35.

Breakthru Advisory Services first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $415K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Breakthru Advisory Services held 2,261 shares of Morgan Stanley worth $372K as of Q1 2026.
  • Breakthru Advisory Services sold 78 Morgan Stanley shares in Q1 2026, an estimated $13.5K.
  • Morgan Stanley made up 0.6% of Breakthru Advisory Services's portfolio in Q1 2026, its #35 holding.
  • Breakthru Advisory Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Morgan Stanley position peaked at $415K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.